Investments

Discussion List

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  How to handle Roth conversion? [edit]

  Answered ✓ Closed bellapop7 324 views 1 comment 0 points Most recent by miklk October 2023Investing (Windows)
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  Transaction report showing zeros instead of correct transfer amounts

  Closed thompson87 255 views 1 comment 0 points Most recent by Quicken Kristina October 2023Errors and Troubleshooting (Windows)
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  How to assign CUSIP for Treasury Bond download info for offline account?

  Answered Closed mikek753b 1K views 7 comments 0 points Most recent by stanray October 2023Investing (Windows)
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  Securities Comparison Mismatch - Fidelity Cash Reserves

  Closed mishaptak 156 views 1 comment 0 points Most recent by mshiggins October 2023Investing (Windows)
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  IRA Account register shows a Security Value, yet Holdings shows no securities in account

  Closed varlene 306 views 5 comments -1 point Most recent by Quicken Jasmine October 2023Registers & Transactions (Windows)
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  Bug: Quicken does not report the correct account value if the account contains an option.

  Closed LivingForEternity 139 views 4 comments 0 points Most recent by fciani October 2023Investing (Windows)
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  Discrepancy on Spin-off entry cost basis?

  Closed questionsforever 31 views 0 comments 0 points Most recent by questionsforever October 2023Investing (Windows)
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  One Step Update can't seem to find AT&T

  Closed dougbugg 96 views 2 comments 0 points Most recent by q_lurker October 2023Investing (Windows)
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  Transactions from E*TRADE not downloaded or appearing in Quicken

  Closed LouDernosek 2.8K views 9 comments 2 points Most recent by LouDernosek October 2023Registers & Transactions (Windows)
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  Spin-off ratio , fraction versus decimal?

  Answered Closed questionsforever 78 views 1 comment 0 points Most recent by q_lurker September 2023Investing (Windows)
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  ETrade / Morgan Stanley conversion and rounding of share lots

  Closed meeotch 1.2K views 15 comments 3 points Most recent by LouDernosek September 2023Investing (Windows)
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  Quicken Performance Improvement Clearing Standby Memory

  Closed basimmer 200 views 0 comments 0 points Most recent by basimmer September 2023Errors and Troubleshooting (Windows)
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  How to enter CoverShort on an Assigned CALL

  Closed ftcnative 121 views 1 comment 0 points Most recent by Tom Young September 2023Investing (Windows)
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  delete a single erroneous placeholder entry

  Closed dmoore24 160 views 4 comments 0 points Most recent by Jim_Harman September 2023Investing (Windows)
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  Why would my Schwab accounts show as deleted after syncing?

  Answered Closed WET2Tiger 100 views 5 comments 0 points Most recent by Quicken Kristina September 2023Errors and Troubleshooting (Windows)
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  Can't connect to Merrill Lynch Investments

  Closed StevenG210 889 views 5 comments 0 points Most recent by StevenG210 September 2023Errors and Troubleshooting (Windows)
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  How can I rearrange the order of columns in investment accounts.

  Answered Closed saberman 189 views 4 comments 0 points Most recent by saberman September 2023Registers & Transactions (Windows)
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  Problem importing accounts

  Answered ✓ Closed ljonas 401 views 7 comments 0 points Most recent by ljonas September 2023Investing (Windows)
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  edward jones money market account not showing cash value

  Closed lmsandling 46 views 1 comment 0 points Most recent by Quicken Kristina September 2023Errors and Troubleshooting (Windows)